Wealth Advisor II - Remote

Overview

The Wealth Advisor II focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

In Short

• Partners with affluent clients to identify their financial goals.
• Communicates complex financial solutions to clients.
• Ensures client retention through meaningful relationships.
• Utilizes Mercer’s broad set of solutions for client offerings.
• Ensures adherence to compliance and regulatory policies.
• Acts as a fiduciary, prioritizing client interests.
• Requires a Bachelor's degree in a related field.
• 7-10 years of job-related experience is necessary.
• CFP designation is required.
• Skills in financial planning software and communication are essential.

Requirements

• Advanced knowledge of financial products and planning concepts.
• Superior communication and presentation skills.
• Experience with financial planning software.
• Sales aptitude and experience preferred.
• Ability to travel up to 20% for client meetings.

Benefits

• Competitive and robust benefit package.
• Company paid life and disability insurance.
• Multiple medical plan offerings.
• 401(k) retirement plan with company match.
• Generous paid time off program.